www.paylocity.com | +1.800.520.2687 | Copyright © 2016 Paylocity. All Rights Reserved.

ELEVATING PAYROLL & HR ACROSS THE BACKROOM & INTO THE BOARDROOM

INTERVIEWEE Vice President

FIRM Mid-sized employee benefits consulting firm

MARKET FOCUS Non-specific

HEADQUARTERS Lake Forest, IL

PARTNERING WITH PAYLOCITY 18 months

HR & PAYROLL APPLICATION Benefits Administration

“�A�powerful�benefits�admin system�can�really�make�an�HR�professional’s�life�easier.�Recommending�Paylocity�is� an�easy�choice.”� —Managing�Member

THE PROBLEM

On a regular basis, the Vice President of a mid-sized employee benefits consulting firm receives

requests from clients who want to move away from Zenefits’ benefit administration tool. Not only

does this mean clients don’t have a benefit administration tool, but they’re also left without payroll,

compliance, and time-tracking capabilities. “The minute a company decides to leave Zenefits, all of the

features are turned off. My goal at that point is to ensure the transition from one system to the next is

seamless.”

THE SOLUTION

The Vice President works with both Paylocity and Maxwell Health to ensure clients move seamlessly

from one system to the next. “For the most part, I’m hands off when it comes to payroll and HR. I

believe experts should handle what they do best—Maxwell Health understands benefit enrollment and

Paylocity knows the rest.”

With Paylocity, clients never have to settle for a mediocre “one-stop-shop” solution. We offer the

flexibility to integrate with other top-notch experts and technologies to ensure clients always have the

best capabilities.

THE RESULTS

By working with both Paylocity and Maxwell Health, the benefits consulting firm’s clients:

• Simplified data entry and streamlines

complicated tasks

• Allowed employee data to flow seamlessly

and accurately from one system to another

• Reduced the risk of security incidents

when systems communicate

• Enhanced insight into analytics and the

employee experience

IMPROVE BENEFIT ENROLLMENT WITH POWERFUL INTEGRATION CAPABILITIESDiscover how the vice president of a mid-sized employee benefits firm improved the enrollment process

for his clients with Paylocity’s ability to align with hundreds of trusted third-party services and solutions.

Success Story

www.paylocity.com | +1.800.520.2687 | Copyright © 2016 Paylocity. All Rights Reserved.

ELEVATING PAYROLL & HR ACROSS THE BACKROOM & INTO THE BOARDROOM

INTERVIEWEE Managing member

FIRM Financial planning for individuals & businesses

MARKET FOCUS Non-specific

HEADQUARTERS Oak Brook, IL

PARTNERING WITH PAYLOCITY 4 years

HR & PAYROLL APPLICATION Web Pay

“�When�you�have�a�relationship�that�works�well,�you�don’t�want�anyone�else�meddling�with�your�clients.�Working�with�the�unknown�only�means�they’ll�leave�you�in�the�dust�down�the�road.”� —Managing�Member

THE PROBLEM

More than four years ago, a financial planning firm in the Northwest Chicago suburbs started paying more

attention to trends and companies within the payroll industry. To their surprise, they learned a significant

number of clients used Paylocity. “Clients ranging from automobile dealerships to small companies to

others with multi-state IDs had Paylocity’s solution. Things also seemed to work more easily for these

clients. It was obvious we needed to recommend Paylocity more,” said the managing member.

THE SOLUTION

“Introducing Paylocity is now part of our normal conversation. When we sit down with a prospect,

we ask them who runs their payroll,” explained the managing member. “If they answer Paylocity, we

move right along. If they don’t, the next question is easy: Do you like or love your current provider? I

immediately recommend Paylocity if the prospect says ‘I like them.’”

At Paylocity, our software was built on the belief that clients should have the ability to choose the

right vendors for their business - not the other way around. Our 360 integration with many Insurance,

Retirement, and Time & Labor vendors allows clients to enter all relevant employee information

only once. The data then flows automatically between Paylocity and your client’s preferred provider,

saving time and eliminating mundane tasks.

THE RESULTS

For this financial planning firm, partnering with Paylocity has:

• Helped expand their services into the 360 realm

• Influenced prospects’ decisions to work with them

• Simplified implementation and day-to-day tasks

for clients

UNCOVER SHARED CLIENTS TO BUILD A TRUSTED PARTNERSHIPDiscover how a managing member from a financial planning firm turned a simple task into an

opportunity to expand their service offerings and win new business.

Success Story

www.paylocity.com | +1.800.520.2687 | Copyright © 2016 Paylocity. All Rights Reserved.

ELEVATING PAYROLL & HR ACROSS THE BACKROOM & INTO THE BOARDROOM

A SOLID PARTNERSHIP GOES BEYOND TECHNICAL CAPABILITIESLearn how establishing a firm relationship with a payroll provider lays the groundwork

for retaining and gaining business.

INTERVIEWEE Managing member

FIRM Financial planning

MARKET FOCUS Non-specific

HEADQUARTERS Tampa, FL

PARTNERING WITH PAYLOCITY 5 years

HR & PAYROLL APPLICATION Full product suite

“ Anybody who has been in the game long enough knows there is no such thing as ‘the perfect payroll provider.’ The benefits I’ve gained—that my clients have gained—outweigh everything. Paylocity add true value to my business.”

—Managing Member

THE PROBLEM

After working with several nationwide payroll providers, a managing member of a small financial firm

in Tampa, Florida learned that these providers weren’t seeing the bigger picture. “Several have the

integration capabilities, but very few have the communication skills necessary to resolve client issues,”

stated the managing member. Case in point: When one of the managing member’s clients uploaded

their payroll data improperly, it resulted in a litany of errors within their 401(k). A quick response—and

resolution— was needed. And fast.

THE SOLUTION

Even though clients can go months or years without any issues, this managing member and his trusted

partner at Paylocity provide each other weekly updates on all of their mutual clients to be prepared

when the inevitable occurs. “As soon as I reached out to my go-to contact at Paylocity, he met with

the client in person and fixed the situation. Everything was up and running smoothly in no time,” said

the member. “No payroll provider is perfect, but my partner’s response time and ability to problem

solve has been unprecedented.”

THE RESULT

For this financial planning firm, partnering with Paylocity has:

• Helped maintain client satisfaction and retain business

• Given the managing member an advantage over competitors

• Aided in solving client issues quickly and effectively

Success Story